§ 13F · FUND PROFILE
Incline Global Management LLC.
AUM · $357M (13F)Positions · 20Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$228M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | FTAI | FTAI AVIATION LTD | 101K | $27M | 7.7% | NEW |
| 2 | LITE | LUMENTUM HLDGS INC | 31K | $27M | 7.4% | NEW |
| 3 | COHR | COHERENT CORP | 64K | $25M | 7.1% | +11% |
| 4 | WEX | WEX INC | 175K | $25M | 6.9% | +1017% |
| 5 | AMZN | AMAZON COM INC | 97K | $23M | 6.5% | +52% |
| 6 | META | META PLATFORMS INC | 39K | $22M | 6.2% | +51% |
| 7 | FLEX | FLEX LTD | 128K | $21M | 5.8% | NEW |
| 8 | SKM | SK TELECOM CO LTD | 635K | $20M | 5.7% | NEW |
| 9 | ON | ON SEMICONDUCTOR CORP | 210K | $20M | 5.6% | NEW |
| 10 | NVDA | NVIDIA CORPORATION | 95K | $19M | 5.3% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE INCLINE SIGNAL
AC read
Incline Global Management LLC is a Other fund managing $357 million in assets. The fund runs a focused portfolio of just 20 positions.
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